Ways Secure Act 2.0 Helps Gen X Secure Retirement episode artwork

EPISODE · Dec 8, 2023 · 30 MIN

Ways Secure Act 2.0 Helps Gen X Secure Retirement

from The Financial Harmony™ Podcast · host Dr. Cherry

Are you ready to finally feel confident about your financial future? Let's dive into one of the most critical cornerstones of secure retirement planning - the Secure Act 2.0. We're breaking it down into four key ways in which this act can revolutionize your retirement strategy, particularly if you're a Gen Xer. From securing higher contribution rates to employer-sponsored retirement plans and aligning money with life goals to leveraging the Internal Revenue Code for financial planning, we're giving you the tools to navigate your journey towards financial security.>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom>>Subscribe to Life Money Balance® YouTube for content beyond the podcast>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting>>Connect with us across social media for more content - top right corner>>Find your story & learn about services that fit your journeyThank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducationThe Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com

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Are you ready to finally feel confident about your financial future? Let's dive into one of the most critical cornerstones of secure retirement planning - the Secure Act 2.0. We're breaking it down into four key ways in which this act can revolutionize your retirement strategy, particularly if you're a Gen Xer. From securing higher contribution rates to employer-sponsored retirement plans and aligning money with life goals to leveraging the Internal Revenue Code for financial planning, we're ...

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Ways Secure Act 2.0 Helps Gen X Secure Retirement

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